How to Reduce Your Taxes in Retirement
What you don’t know about retirement taxes can cost you tens—sometimes hundreds—of thousands of dollars.
Recent tax law changes—and the expiration of others—are quietly reshaping how retirement income is taxed. Social Security, pensions, TSPs, 401(k)s, IRAs, and Required Minimum Distributions (RMDs) all interact in ways most retirees were never shown.
One of the most common (and costly) questions people ask is:
“How much of my Social Security is actually going to be taxed?”
Unfortunately, that’s something the government doesn’t clearly explain—and most people only discover the answer after the damage is done.
This complimentary educational workshop, hosted by retirement specialists at Civil Benefits Group, is designed to give you clarity, control, and options before tax decisions become irreversible.
In this session, you’ll learn:
- How Social Security benefits are taxed—and strategies that may significantly reduce or even eliminate that tax exposure
- Why Required Minimum Distributions can trigger higher taxes, Medicare surcharges, and lost cash flow—and what proactive planning can do about it
- How to structure income “buckets” so your retirement income is more resilient, predictable, and tax-efficient
- Why the traditional stock/bond retirement model may no longer work as intended—and what alternatives exist
- How to position retirement assets to reduce market volatility risk without sacrificing income
- Practical strategies for building tax-efficient retirement income and legacy wealth
This is an educational presentation, not a sales pitch, designed for individuals who want to understand how today’s tax rules affect tomorrow’s retirement—and what can be done before it’s too late.
If you’re within 10 years of retirement—or already retired—this session can help you see your retirement income through a completely different lens.
Please RSVP at: Registration | Don Wilson
| Date | Tuesday, February 24, 2026 |
|---|---|
| Time | 6:00pm - 7:00pm |
| Location | Main |
| Age Group | Adults |
| Category | Business and Finance |